Nothing But the Best Financial Advice
for Physicians

Financial Advice For Doctors in Calgary

Financial advice for doctors shouldn’t be done with a cookie-cutter. We leverage tailored strategies for physicians in Calgary to make the wisest financial decisions we can – based solely on who you are, what you really want, and what you expect from life. From arranging student loan repayment plans to estate planning, we’re here to help doctors face their financial futures with the utmost confidence.

ASSOCIATIONS

DESIGNATIONS

Bespoke Investment Planning For Physicians

Financial Planning for Physicians

Financial planning for doctors at different stages of life reflects differing needs, different aspirations, and different priorities. We know people in the same shoes and their financial needs intimately.

Prioritize Freedom or Wealth at Will

Time is money. We’ve had plenty of clients instruct us to invest, save, make payments, and plan so that early retirement is not only possible but thoroughly enjoyable; the same choice is yours.

Debt Management

For young doctors starting out, there’s a stronger need for paying down debt first, and we’re strong believers in this approach. We’ll discuss your wishes for how soon and how much to settle.

Risk Management

In life, there are no guarantees. In our consultations with you, we’ll get an idea of how much of your future earnings you want to insure - in case the unthinkable happens, and you can’t repay debts by working.

Ask Us How We Can Help

Meeting Medical Doctors’ Wealth Management Needs

Assess & Anticipate Your Current & Future Earnings

Life changes, necessitating the right insurance policies. Markets change, necessitating the right investment strategies. Life doesn’t last forever, necessitating the right trust and estate plan. We’re ready to handle all of that for you.

Offload the Burden of Savings After the Cheques Clear

Your savings aren’t doing you any favours just sitting there, so we can help with strategies and tactics for what to do with your wealth once it begins accumulating.

Beat Inflation Through Optimal Investment Strategies

Getting financial advice now stretches money further. A complete financial plan anticipates recessionary investment trends to preserve your money’s value.

Seize the Time Value of Your Money

Ensuring you understand the time value of money is a part of the consultation process, and we make sure you know where your paycheques are going and what advantages there are to each option.

Growing Investments for Doctors

Physicians made $29.4B from 2019-2020 in Canada, and those earnings maintained the essential services of doctors through the pandemic. Doctors, especially physicians, face unique challenges in work, so we’ve made it our mission to unburden these hard-working members of society with sound financial advice. PlayCheques Wealth Management ensures that your compensation goes where it will improve life, livelihood, and a doctor’s legacy – well beyond retirement.

Personal Success Stories

"Playcheques was uber professional from start to finish. I never felt like anything was left to chance and every avenue was discussed with me so the best solution was achieved for me and my family. Would recommend them all day long. "

Deane T.

"Adrian George is professional and honest in with all of his clients. He optimizes everything and looks at his clients entire life situation to make a customized plan that works efficiently. There's no reason to use any other financial house than Playcheques in my opinion. "

Dr. John T.

"These fellows know their stuff and work super hard to help you. They really are the best!"

Dr. Joel F.